Best Investors
Account
Sign in
Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-07-05 |
| GA | RA | APPROVED | 2022-05-18 |
| MN | RA | APPROVED | 2022-05-18 |
Branch Locations
3455 Plymouth Blvd, Plymouth, MN 55447 • United States
14985 Glazier Ave #111, Apple Valley, MN 55124 • United States
11110 Greenbrier Rd, Minnetonka, MN 55305 • United States
1897 Sullivan Rd, College Park, GA 30337 • United States
4701 Chicago Ave South, Minneapolis, MN 55407 • United States
7300 France Ave S #115, Edina, MN 55435 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wings Financial Credit Union | Apple Valley | MN | 08/2014 | Present |
| Cuna Brokerage Services, Inc. | Waverly | IA | 08/2014 | Present |
| Lpl Financial Llc | College Park | GA | 05/2022 | Present |
1)05/18/2022 Wings Financial Advisors-Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) 2)05/18/2022 -Wings Financial CU-Investment Related - At Reported Business Location(s)- Financial Institution Duty- FINANCIAL SERVICES REPRESENTATIVE- Start Date- 08-19-2014
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 2008-04-02 |
Reach out to this advisor